How to take and manage bookings done over the phone
This feature is designed to help you walk through a booking, step-by-step, with the customer on the Phone.
To open this feature, click Book at the top right of your system.
NOTE: You can go back to any point in this process by clicking on the title of the previous step.
- Select Customer
- Existing Customer: If you are booking a customer who already has an account on the system.
- New Customer: This gives you the option to create a brand-new customer and fill in their details.
- Once created, they will receive log in details to access their account
Select Consumer
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Existing Consumer: Select from the list of consumers connected to the customer.
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New Consumer: If you are booking in a new consumer, select the New Consumer and fill in their details.
Select Venue
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Venues are ordered by distance from the customer’s postcode.
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Selecting a venue will fill the next section with all available classes.
Select a Class
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The class list shows the details of each class, including the current availability.
- Use the filters to find the right class
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To select a class, click on the Course Starts date.
Confirm
Review the booking summary and Confirm.
NOTE: Once confirmed, the system will take you to Accepting a Consumer